Results-Driven PR Agency for Financial Services

Financial public relations is specialized communication that helps financial services companies build trust, credibility, and visibility with their key audiences and the media. It involves crafting messages that resonate with investors, customers, regulators, and media outlets who cover the financial sector.

We work with banks, investment firms, fintech companies, insurance providers, and other financial organizations to tell their stories effectively. Our work includes securing media coverage in financial publications, managing investor communications, handling crisis situations, and positioning your leadership team as industry thought leaders.

Yes, we work with the full spectrum of financial services organizations. Our client roster includes community banks, regional banks, and national banking institutions. We help them communicate everything from new product launches to merger announcements.

For investment firms, we handle PR for asset managers, private equity groups, hedge funds, and wealth management companies. Generally, that includes thought leadership campaigns, fund launch announcements, and performance communications.

We also work extensively with financial advisors and advisory firms. Whether you're an independent RIA, a broker-dealer, or part of a larger financial planning organization, we help you build your brand and attract clients.

Definitely.

For funding rounds, we’ll help you craft compelling narratives that highlight your growth trajectory, market opportunity, and leadership team strength. Then, we’ll coordinate the media outreach to ensure your story reaches the right investors and industry publications.

Acquisition announcements are unique because they necessitate careful message coordination across multiple types of stakeholders. We manage comms with employees, customers, investors, and media and ensure consistent messaging throughout the process.

Financial reports don't have to be dry recitations of numbers. We identify the key narratives within your results (growth trends, strategic initiatives, market positioning) and develop messages that highlight those strengths.

For earnings announcements, we prepare comprehensive media kits that include executive talking points, industry context, and visual elements that help journalists understand your story quickly.

If you have one, we’ll also coordinate with your investor relations team to make sure messaging is consistent across all your social media, press releases, analyst calls, and follow-up media interviews.

Yes. In fact, it’s one of the things we’re hired for most often. During a market downturn, stakeholders need clear, honest messages about your company's stability and strategy.

That’s why we develop rapid response protocols before crises hit. We’ll work with you to develop pre-approved messaging frameworks and media response strategies that activate quickly when markets turn turbulent.

During active crises, we offer support to manage media inquiries and coordinate internal communications. We focus on transparency and proactive communication (silence during a crisis often makes situations worse) and we make sure the message you send out isn’t adding fuel to the fire.

Absolutely. IPO communications require specialized expertise, and we guide companies through every phase of the public offering process.

Pre-IPO, we help build market awareness and credibility for your company. This includes thought leadership campaigns, industry recognition programs, and strategic media relationships that position you favorably before going public.

During the quiet period, we work within SEC regulations to maintain appropriate communications while building anticipation for your offering. We coordinate closely with your legal and investment banking teams to ensure compliance.

For the IPO announcement itself, we develop comprehensive communication strategies that reach investors, customers, employees, and industry stakeholders simultaneously.

With strategic PR, financial services companies build trust and credibility with investors, customers, regulators, and industry peers. Trust directly translates to business growth and client retention.

On top of that, coverage from respected media sources establishes your executives as go-to experts, helps you attract top talent by showcasing your company culture and growth trajectory, and prepares you for crises (e.g., market volatility).

Use PR to amplify your differentiation. Whether it's innovative technology, exceptional client service, or unique market expertise, strategic communications help you stand out in crowded markets.

Start by positioning your leadership team as industry thought leaders. Regular commentary on market trends, regulatory changes, and economic developments keeps your company visible between major announcements.

Then, coordinate PR with business development efforts. Media coverage and thought leadership create warm introductions and make sales conversations easier.

Thought leadership forms the foundation of financial services PR. Your executives need regular platforms to share insights on industry trends, regulatory changes, and market developments. That’ll turn into a new partner and client acquisition funnel and protect you from bad PR when markets are all over the place.

Then you’ve got content strategy, which includes everything from bylined articles and speaking opportunities to social media presence and company blog posts that demonstrate your expertise And you’ve got crisis prep, which includes message frameworks, response protocols, and media training for key executives before issues arise.

Beyond that, relationships are everything. You need to have tons of financial journalists, trade publication editors, influencers, and industry analysts in your corner if you want your PR efforts to really take off.

Financial PR operates in one of the most regulated and scrutinized industries, which creates unique obstacles that require specialized expertise. Every communication must navigate SEC rules, FINRA guidelines, and other regulatory frameworks. One misstep can trigger investigations or legal issues.

Complicated subject matter makes messaging difficult. You're simultaneously communicating with sophisticated investors, everyday consumers, regulatory bodies, and industry peers, each of whom require a different approach.

On top of all that, volatility affects timing and messaging. Economic conditions can derail carefully planned campaigns or force rapid pivots in communication strategy.

Timing sensitivity runs higher in financial services PR. Market conditions, earnings schedules, and regulatory calendars dictate when and how you can communicate — factors that don't affect most industries.

Media relationships focus on specialized publications. While general PR agencies pitch lifestyle magazines and local news, we work with financial journalists, trade publications, and industry analysts.

Financial PR results vary significantly based on your objectives, market conditions, and starting point.
Media coverage and thought leadership can generate results within 30-60 days.

Brand awareness and industry recognition require 3-6 months of consistent effort. Business impact metrics (lead gen, investor interest, partnership opportunities) typically emerge within 6-12 months. Long-term reputation building spans 12-24 months or more.

Of course! Reputation management is one of the most critical functions of financial PR.

Proactive reputation management involves consistent thought leadership, strategic media engagement, and stakeholder communications that position your company favorably before challenges arise.

When reputation issues emerge, we provide immediate message development, media management, and stakeholder communications to minimize damage and accelerate recovery. 

Thought leadership campaigns (bylined articles, speaking engagements, podcast appearances, and media interviews on trending topics) position your executives as industry experts, which is why they’re so effective in financial services.

Product launch campaigns, rewards and recognition, and education campaigns (e.g., about your product) also make a significant business impact.

Startups and emerging companies typically invest $5,000-$15,000 monthly to build initial market awareness and establish thought leadership platforms.

Mid-market firms often allocate $10,000-$30,000 monthly for comprehensive PR programs that include crisis preparedness, regular media engagement, and strategic campaigns.

Large financial institutions invest $25,000-$100,000+ monthly for full-service PR that includes multiple market coverage, crisis management, and integrated communications.

Consider PR investment as a percentage of your marketing budget. Most of our successful financial services clients allocate 15-25% of marketing spend to PR activities.

The answer depends on your business model, target audience, and growth objectives.

Community banks, regional credit unions, and local advisory firms benefit most from local PR. National financial services companies like investment firms, fintech startups, and insurance providers need national coverage to reach distributed audiences and industry stakeholders.

Many companies require both levels, which is OK because digital-first approaches blur geographic lines. Online publications, podcasts, and social media allow you to reach national audiences while maintaining local connections.

Overpromising results is a big mistake because it leads to credibility problems. Stick to facts, avoid speculation, and never guarantee specific outcomes or returns in public communications.

Inconsistent messaging across channels is another one. It confuses audiences and weakens your brand. Coordinate PR with marketing, investor relations, and internal communications to avoid that.